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Value Research Rating
Analyst’s Choice
Riskometer
Moderate
₹3,380.0514 0.04%
As on 19-Mar-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Sundaram Low Duration Fund
|
|
|
Moderate
|
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1.24 |
|
|
|
Moderate
|
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0.97 |
||
 |
|
Low to Moderate
|
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0.66 |
||
|
|
Low to Moderate
|
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0.46 |
||
|
|
Low to Moderate
|
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0.59 |
₹373 Cr
--
1,000
500
1,000
6
Investment Strategy
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Suitability
"Low Duration debt funds invest in bonds maturing in six months to a year. They aim to earn slightly better returns than what you can get from a bank account or a short duration fixed deposit. The risk of incurring a loss in these funds is negligible but they do not guarantee returns or safety of capital.
Retail investors can avoid these funds altogether. Here's why. Debt funds are very finely classified depending upon the maturity of the bonds they invest in. For instance, there's a different category of funds that invests in bonds of up to three months maturity, from the one that invests in bonds maturing in three to six months, and so on. We believe that such a nuanced classification adds little value to retail investors. They can avoid this complexity and simply invest the money they don't need for up to a year in a Liquid fund."
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Sundaram Low Duration Fund is mandated to invest in bonds such that the duration of the portfolio is between six to twelve months, and therefore it is suitable to invest in for a similar time frame.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Low Duration Fund fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Low Duration Fund is ₹3,380.0514 as of 20-Mar-2025.
The AUM of Sundaram Low Duration Fund Fund is ₹373 Cr as of 28-Feb-2025
The riskometer level of Sundaram Low Duration Fund is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
HDFC Bank Ltd CD 27/05/2025 |
6.59
|
|
IDBI Bank Ltd CD 27/05/2025 |
6.59
|
|
AU Small Finance Bank Ltd CD 01/10/2025 |
6.41
|
|
Can Fin Homes Ltd FRB 8.45 27/05/2026 |
4.04
|
|
Shriram Finance Ltd SR PPD XXI OP2 Debenture 9.20 22/05/2026 |
4.04
|
As of 28-Feb-2025, Sundaram Low Duration Fund had invested 84.69% in Debt and 15.31% in Cash & Cash Eq. See More
Sundaram Low Duration Fund is 20 years 6 months old. It has delivered 7.06% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
7.17%
|
6.19%
|
7.08%
|
5.32%
|
5.97%
|
7.06%
|
No, There is no lock in period in Sundaram Low Duration Fund.
The expense ratio of Sundaram Low Duration Fund is 1.24.
